Plan Ledger DOL Form 5500 · updated monthly

Ted Stevens, Inc.401(k)

TED STEVENS, INC. 401(K) PLAN · MORGAN HILL, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Ted Stevens, Inc. reported $6,107 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.15% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (6,504th of 9,483), and 3,380th of 5,215 in retail trade.

Plan summary
Net assets, end of year$6,460,478
Participants with balances122
Active participants113
Employer contributions—
Employee contributions$452,715
Employer contribution per active participant—
Average account balance$52,955
Benefits paid to participants$1,562,869
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.5M · 122 accts
2023$6.4M · 130 accts
2022$5.8M · 134 accts · $11K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,107
Total administrative$6,107
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$6,107
PRINCIPAL SECURITIES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$6,107 · 0.09%
2023$9,197 · 0.15%
2022$9,512 · 0.15%
Same employer
Similar plansRetail Trade · California
The Geweke Company CA$6.6M · 0.03%
Philz Coffee, Inc. CA$6.6M · 0.41%
Gaf Holdings, Inc. CA$6.5M · 0.11%
Los Angeles Cdjr CA$6.4M · 1.09%
Auto Town, Inc. CA$6.4M · 0.42%
Fireclay Tile, Inc. CA$6.4M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680083197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.